Client Service Associate

TTI of USA; Wall Township (NJ); On-site; USD 50,000 - 60,000; Full time

Job summary

TTI of USA is seeking a Client Service Associate to enhance the client experience for our financial advisory team. This full-time role involves managing client communications, onboarding, and compliance support, and it’s ideal for detail-oriented individuals with a bachelor’s degree and experience in client services. Join a supportive team in Central New Jersey and contribute to our commitment to exceptional service.

Qualifications

• 2+ years of client service experience in financial services or related fields.
• Proficiency in Microsoft Office Suite including Outlook, Excel, Word, PowerPoint.
• Experience with CRM tools like Redtail or Salesforce is a plus.

Responsibilities

• Serve as primary point of contact for client inquiries via various channels.
• Coordinate client onboarding and account servicing processes.
• Manage updates to client records and facilitate account maintenance.

Skills

Attention to detail

Organizational skills

Written communication

Verbal communication

Multitasking

Education

Bachelor’s degree

Tools

Microsoft Office Suite

Redtail

Salesforce

Job description

Position Overview
The Client Service Associate (CSA) plays a critical role in supporting our financial advisory team and ensuring an exceptional client experience. As the primary point of contact for our clients, the CSA helps manage client communications, coordinates account servicing, facilitates onboarding, and supports operational processes. This position requires a highly motivated, detail-oriented individual with a professional demeanor and a proactive attitude.

Key Responsibilities

Client Service & Communication

• Serve as a primary liaison for client inquiries via phone, email, and in-person.
• Schedule and confirm client meetings, Zoom calls, and follow-up communications.
• Proactively coordinate all aspects of client onboarding, paperwork, and account servicing.
• Maintain and update client information in CRM (Redtail or Salesforce).
• Draft, send, and track summary letters and compliance correspondence.
• Maintain professional and timely birthday and holiday client outreach.

Account Administration

• Prepare and process new account forms (Brokerage, Direct Business, Retirement Plans).
• Complete and submit ACATs, annuity and insurance applications, and follow through with carriers.
• Initiate money movement: wires, contributions, distributions, transfers, and 529 plan changes.
• Set up systematic contributions/distributions and resolve errors as needed.
• Facilitate Qualified Plan distributions and 401(k)/IRA rollovers.

Client Maintenance & Documentation

• Manage updates to client records: name, address, beneficiaries, account access, etc.
• Coordinate with CPAs and attorneys on tax, estate planning, and account updates.
• Calculate and track RMDs (Traditional & Inherited) and assist with client communication and scheduling.
• Ensure clients are properly onboarded to Account View and troubleshoot access issues.
• Assist with mailings and maintain an accurate and up-to-date mailing list.

Licensing & Compliance Support

• Complete account reviews, concentrated security reports, and compliance documentation.
• Track and assist with advisor licensing renewals, CE, and professional designations.
• Support proactive compliance surveillance and coordinate with back office on regulatory issues.

Death Settlement & Estate Coordination

• Manage end-to-end estate settlement process: notify carriers, assist beneficiaries, complete paperwork, and track asset transfers.

Team Collaboration & Miscellaneous

• Assist team members with outstanding tasks or client service items.
• Serve as a backup for phones, mail handling, and scanning.
• Support advisor initiatives and office efficiency improvements.

Qualifications

• 2+ years of client service experience, preferably in financial services or a related field.
• Bachelor’s degree required.
• Proficiency in Microsoft Office Suite (Outlook, Excel, Word, PowerPoint).
• Experience with Redtail, Salesforce, or similar CRM tools is a plus.
• Exceptional attention to detail, organizational skills, and ability to multitask.
• Strong written and verbal communication skills.
• Professional demeanor, discretion, and sound judgment.
• High reliability and commitment to core working hours.

Why Join Us?
You’ll be joining a high-functioning team that values exceptional service, continuous learning, and a collaborative work environment. We offer a supportive culture that values your contribution and provides opportunities for professional growth.

Additional Information

• Type: Full-Time
• Hours: 9:00AM - 5:00PM EST, Monday - Friday
• Work Model: Onsite position located in Central New Jersey
• Salary Expectations: $50-60k/yr. (based on experience)